Sharon Carson Discusses Long-Term Care Planning
Explore long-term care planning with insights from Sharon Carson, a retirement strategist at JPMorgan Asset Management. Key strategies and tips revealed.
Topic
Retirement Planning
A collection of 6 issues
Roth IRA Contribution Limits Rise for 2024
Explore the increased income limits for Roth IRA contributions in 2024: $150,000-$165,000 for singles and $236,000-$246,000 for married couples. Plan your retirement wisely.
Boost Retirement Confidence with Personalized Plans
Discover how personalized retirement plans enhance confidence, reduce stress, and improve savings management. Explore effective retirement strategies now.
Rollover Option in 529 Plans: Not a Primary Retirement Strategy
Discover how the rollover option in 529 plans can mitigate oversaving concerns but is not ideal as your main retirement savings strategy. Learn more about retirement planning and investment strategies.
Secure 2.0: Rollover Unused 529 Funds to Roth IRA
Explore Secure 2.0's new rules allowing unused 529 funds to roll over into a Roth IRA, featuring a $35,000 cap and a 15-year plan age requirement.
Maximize Your 529 Plan: Transfer $35,000 to a Roth IRA
Learn how to move up to $35,000 from your 529 plan to a Roth IRA, optimizing your retirement and education savings strategy. Discover limits and benefits.